- San Francisco Federal Credit Union (San Francisco, CA)
- …Who Are You? QUALIFICATIONS: High school diploma or equivalent (Bachelor's Degree Preferred ) Minimum of three (3) years investment sales experience (preferably ... position. TASKS, DUTIES, FUNCTIONS: * Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. * Providing comprehensive,… more
- The Hartford (San Francisco, CA)
- …first principles underwriting culture, with direct responsibility for underwriting, sales leadership and broker /agency management. Responsibilities include: ... related industry events + foster partnerships with leading tech companies Sales , Agency, and Underwriting Management + Ensure functional and regulatory integrity… more
- The Hartford (San Francisco, CA)
- …+ Technology Enablement: Promote Hartford's digital capabilities-including API and Bond Sales platforms-to streamline transactions and enhance broker experience. ... in alignment with the broader Commercial Surety line of business strategy. + Sales Execution: Apply a deep understanding of Hartford's appetite and positioning to… more
- PennyMac (Westlake Village, CA)
- …organic and paid social media strategies aimed at increasing mortgage broker acquisition, engagement, usage and loyalty. Manage content strategy and calendars, ... business + Supervise and engage with online communities including private broker Facebook groups. Foster positive interactions, address inquiries with industry… more
- Navy Federal Credit Union (San Diego, CA)
- …business relationships with members and internal/external sources. + Execute customer and broker purchase/ sales orders of securities for current/new clients. + ... actions. + Monitor, track and report performance of individual sales plans and assigned strategies for leadership. + Participate...66 registration required + Life & Health Insurance License preferred (or the ability to obtain within 90 days… more
- USG Insurance Services, Inc. (Irvine, CA)
- …and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. ... oversee and manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement. Embark on your… more
- Nutanix (Sacramento, CA)
- …to help meet the set goals **What You Will Bring** + Bachelor's degree preferred (Computer Science, Sales , Marketing, Business Development) + 10+ years of ... activities such as co-sell and co-marketing opportunities, working closely with regional sales leaders and partners, marketing and all other functions across the… more
- Guardian Life (Sacramento, CA)
- …and design cases that fulfill the needs of prospects and clients and drive sales . + Work closely with Guardian's broker dealer (Park Avenue Securities) to ... The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced...+ Juris Doctor (JD) law degree required + CPA preferred + CFP/CLU/ChFC preferred + Expert knowledge… more
- The Hartford (San Francisco, CA)
- …team, driving a first principles underwriting culture, and overseeing underwriting, sales leadership, and broker /agency management. The Managing Director will ... + Strong underwriting acumen and strategic thinking. + Excellent communication, sales , and relationship-building skills. + Experience in emerging tech or evolving… more
- The Hartford (Brea, CA)
- …an environment that supports and motivates team members to develop expert technical, sales , underwriting , and customer service skills , with the goal of increasing ... Directors, plus 1 indirectly, who will assist in managing the territory and staff. Sales /Territory Management : + Manages the profit and production of a book of… more